by arleneadmin | Jun 30, 2025 | Research, Weekly Market Commentary
Printer Friendly Version With investor focus now squarely back on U.S. equities as new all-time highs are in sight, we dig into why strategic allocations should still consider, despite recent outperformance and multiple expansion, diversification into international...
by arleneadmin | Jun 23, 2025 | Research, Weekly Market Commentary
Printer Friendly Version Chinese equities have been a major focus for investors in recent months, with catalysts ranging from DeepSeek’s artificial intelligence (AI) advancements to tariffs and trade negotiations. However, the performance of Chinese equities has...
by arleneadmin | Jun 16, 2025 | Research, Weekly Market Commentary
Printer Friendly Version Inflation’s effects on the economy, monetary policy, and the financial markets are wide-ranging. Higher inflation can constrain economic growth, tighten financial conditions, drive interest rates higher and even restrain stock valuations —...
by arleneadmin | Jun 9, 2025 | Research, Weekly Market Commentary
Printer Friendly Version There have been plenty of catalysts supporting the broader market’s recovery from the correction lows set last month. Oversold conditions fueled by indiscriminate selling left the S&P 500 with washed-out market breadth and a hard reset of...
by arleneadmin | Jun 2, 2025 | Research, Weekly Market Commentary
Printer Friendly Version There has been no shortage of trade policy curveballs thrown at the market since the White House announced shockingly high reciprocal tariffs on April 2. Stocks fell sharply and interest rates spiked on that news, prompting President Trump to...
